Category 42
Discussion List
-
Is there Git hub Copilot for Oracle Sales cloudSummary: Need to check with community if they know and have explored the option for Github Copilot for Oracle Sales cloud Content (please ensure you mask any confidentia… -
How to Change "Win Probability" to "Sales Stage %" in opportunity pageSummary: Content (please ensure you mask any confidential information): I want to change the field "Win Probability" to "Sales Stage %",how would I change it? Please res… -
case sensitive check in view criteria querySummary: How to case sensitive check in view criteria query for the lead name field while creating a duplicate lead Content (please ensure you mask any confidential info…
-
After removing record sets LOV for all records in account and add custom role admin can't view A/CHI, In account advance search records sets, we removed the LOV "All Records i can see". But Even after that if sales person search by any customer name or registry id he…
-
How to delete lookup codes from a custom choice list?Summary: Content (required): I tried to delete some lookup codes from a custom choice list but the delete button is always unavailable. I know i can disable codes. The p…
-
how to enable the field Forecast Category in Redwood Sales Opportunity?Summary: Content (please ensure you mask any confidential information): I want to add the field Forecast Category in Redwood Sales > Opportunity. What steps would I perf…
-
how to change display name of contact and account objects in cx mobile applicationSummary: How to change the display names of account ,contact object in mobile application ,while the web application is showing the updated name. Content (please ensure …
-
How to wrap column headers in redwood subview?Summary: In subview layout we have upto 18 fields which we are showing but user has to always resize the columns to check the column header and data. Is there any way we…
-
Can we export Revenue Schedule details as well ?Summary: As part of Data migration project, i want to understand if we can export Revenue schedule and sales credit information. Content (please ensure you mask any conf… -
Runtime Message for API RestSummary: How to measure the execution time of custom validations when creating an SR via REST API? Content: Hello experts, We are reviewing the API Rest performance in o… -
Datafox replaceNow that Datafox is discontinued, does Oracle have a plan to replace it with something new? Is there another program that exists that oracle would recommend us using? It…
-
Need to retrieve JWT token from vendor and pass search field to APISummary: Need to be able to retriever a JWT bearer token and use it to make calls to 2 vendor API's One to pass a value for a search and then be able to select from a ch…
-
The value of the attribute relationshipid isnt validHello, I am trying to do a patch update for quote (salesorderheader) with another contact present in customer account and i get the below error in the response- "The val…
-
Unable to create Opportunity Revenue lines due to UOMcode issueSummary: System is not allowing to create Opportunity Revenue lines using UOM code Content (please ensure you mask any confidential information): Hi Team, We are trying …
-
How to restrict data visibility across different Business Units in Oracle Sales ?Summary: Need to restrict data visibility (read/write both) for all the objects in Oracle Sales Cloud. (Leads, Opportunities, Service Requests etc.) Content (please ensu…
-
Address Type field in Sales Object Redwood UI Layouts - How to enable a drop down field?Summary: Hi, In Account/Contact Object Create/edit layouts in Redwood Sales "FormattedAddress_address" field is available to show the address fields. The address field i… -
Survivorship Rules using Groovy ScriptSummary: Hi Everyone, We a requirement from client to select the contact master record where CustomAttr = Y. We have a working groovy script and want to include this new…
-
Configuring Field Trigger on NGS RedwoodSummary: We are working on Redwood Project where we want to write a Field trigger based on which we want to call OIC webservice. So when the field value changes, the tri…
-
how to limit the options to change Sales Stage?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
-
Make Primary Contact as Non-Editable on CX Contact Screen.Summary: We want to make all the Primary contact as non editable which are associated to an account from CX screen but the same Primary contact should be editable from t…
-
How to update a text field to blank with a routineHi, We need to update with a routine a custom text field to blank. We tried putting NULL, #NULL, '', ' '… but it didn't work. How should we put the condition? Regards,
-
How to customize Create Task layout for Oracle Sales for Outlook (Redwood) App?Summary: One of the great features of Oracle Sales for Outlook (Redwood) App is that users can create follow-up task without leaving their Outlook. This features is wide…
-
"Add Product" on Opportunity Page Not working Redwood NGSSummary: Add Product Page in NGS sales on Opportunity Page is not working. Content (please ensure you mask any confidential information): Version (include the version yo…
-
Hi can someone help me understand what does "Show smart list" filter in workspace does?Summary: Hi, in Workspace under Opportunity list of saved searches, we've a OOTB saved search "My list of opportunities", when we select it, it automatically enables a f…
-
Digital Sales: Run the Publish Feed Elements Process to Index Activities errorSummary: I completed all the duplication of the activities pages and followed all the steps in this document Following the documentation to setup the Activities panel in…
-
opportunitiesOnBeforeSaveEvent() is not giving OptyNumber in the responseSummary: I am trying to use the opportunitiesOnBeforeSaveEvent() in the opportunities layout in Redwood Sales(CX-Sales). The use case that I am trying to use here is whe…Sreekanth M, Oracle-Oracle 31 views 7 comments 0 points Most recent by Sreekanth M, Oracle-Oracle Sales -
Mass delete of test environmentHi, We would like to know how can we delete all of the records of the test environment. We know that we can do making imports of the different objects, but is there any …
-
How to create hierarchy and hierarchy members using APIs?In CDM we are using "Trading Community party hierarchy" as hierarchy type for our business use case. Through UI and import management we can create hierarchy and add its…
-
Not able to see Guidance tab on Lead and OpportunitySummary: We have enabled Orchestrations for Lead and Opportunity in Redwood. we have ran the process of associating the records with Orchestration as well. But we are no…
-
What does the SOA Artifacts contain in CSM Migration set?Summary: Anyone knows what does the SOA Artifacts contain while doing the CSM migration? Content (please ensure you mask any confidential information): Version (include …